CA Family Wealth’s AptarGroup ATR Stock Holding History

CA Family Wealth’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,083	Closed	-$241K	–	53
2019 Q4	$241K	Buy	+2,083	New	+$237K	0.16%	97

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CA Family Wealth's ATR Position: Q1 2020 in Review

CA Family Wealth sold out of AptarGroup (ATR) in Q1 2020, closing a stake of 2,083 shares — an estimated $241K sold.

CA Family Wealth first reported a position in ATR in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 374 funds tracked by Wall St. Rank hold ATR as of Q1 2020.

CA Family Wealth reported no remaining AptarGroup position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 2,083 AptarGroup shares in Q1 2020, an estimated $241K.
CA Family Wealth first reported a position in AptarGroup in Q4 2019 and held it in 1 quarter.
CA Family Wealth's AptarGroup position peaked at $241K in Q4 2019.
374 funds tracked by Wall St. Rank held AptarGroup as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.